What is Immediately?

Immediately is an intelligent sales assistant designed to optimize the workflow of modern sales professionals. By seamlessly integrating email, calendar, and Salesforce CRM data, this platform delivers actionable insights that enable users to make smarter and faster sales decisions in real time. The Assistant feature proactively understands daily schedules and sales priorities, offering relevant information ahead of meetings, surfacing important conversations, and automating Salesforce logging to keep activity up-to-date with minimal effort.

This mobile-friendly solution enhances productivity with smart email tools crafted for selling—such as tracking, customizable templates, follow-up reminders, and one-tap activity logging. Users can quickly maintain a clean pipeline, access comprehensive dossiers on accounts and opportunities, and edit custom CRM fields from any device. Immediately is crafted for sales executives, consultants, and field representatives seeking efficiency and context while managing client relationships and closing deals.

Features

Intelligent Sales Assistant: Understands daily activities and sales priorities to provide contextual recommendations.
Salesforce Integration: Syncs email, calendar, and CRM data for comprehensive sales insights.
Smart Email Client: Specialized email tools for sales, including tracking, templates, and follow-up reminders.
Automated CRM Logging: One-tap logging of meetings, calls, and sales activities.
Pipeline Management: Quick pipeline scrubs and real-time updates to keep opportunities up-to-date.
Custom Field Edits: View and edit custom Salesforce fields and records from within the app.
Account and Opportunity Dossiers: Access detailed histories and dossiers for contacts and accounts.
Administrative Console (Enterprise): Offers analytics, centralized template management, and custom CRM data preferences.

Use Cases

Mobile sales teams managing leads and opportunities in the field.
Sales executives needing real-time client insights before meetings.
Consultants streamlining pipeline updates and activity logging.
Sales managers tracking performance and maintaining CRM data cleanliness.
Field representatives seeking automated reminders and follow-ups.
Organizations wanting seamless integration with Salesforce CRM.

FAQs

What CRM platforms does Immediately integrate with?

Immediately offers full integration with Salesforce, allowing seamless synchronization of emails, calendars, and CRM data.
Does Immediately work for teams and individuals?

Yes, Immediately offers plans suitable for both individuals and teams, with tailored pricing and features for each.
What features are included in the free plan?

The free plan includes the intelligent sales assistant, mobile sales email client, full Salesforce integration, email logging, and access to edit and view opportunities, accounts, and contacts.